Name: The Downing Strategic Micro-Cap Investment Trust (14 minutes)
Start: 2021-10-13T12:51:00Z
End: 2021-10-13T13:05:04.000Z
Location: BrightTALK
Rating: 0

At Downing, we believe a great investment opportunity isn't just financial, it's a chance to invest in things that matter - our environment, our health, our society, our local communities and our economy. We were founded in 1986 and we’ve been working this way ever since.

We’re privately owned which helps us act quickly and stay nimble. 

With over £1 billion assets under management, we invest into businesses that make a difference, including renewable energy, care homes, health clubs and children's nurseries.

Join our upcoming webinar, where our subject matter experts will be discussing our healthcare focused tax-efficient products and the opportunities they could provide for your clients in reducing their tax bill.

What will we be covering?

• The opportunities in healthcare
• Our healthcare investment strategy 
• The stand-out and differentiating features of our VCT and EIS/EIS KI 
• The depth and breadth of expertise within our award-winning healthcare team

Capital at risk. Terms and conditions apply. Tax treatments depend on your clients' personal circumstances.

Something different for tax year end?

Given the uncertainties that UK businesses are facing in the current economic climate, now is an important time for them to receive financial advice. 

Bank of England data shows that monthly deposits by businesses have increased by 38% from Feb 2019 to August 2022.* This provides a tremendous opportunity for advice on a variety of corporate planning issues. 

Join Downing’s Rebecca Ward and Tony Sime as they discuss the opportunities for advising corporates.  

By joining our webinar you will: 
- Be introduced to the opportunities for advising on corporates 
- Go through case studies and solutions for corporates 
- Understand more about Downing’s solutions and how we can help you 

Our subject matter experts:  
Rebecca Ward, Associate Director, Product Development 
Tony Sime, Partner, Sales Director

*Source: Bank of England Database | Monthly amounts outstanding of monetary financial institutions’ sterling retail deposits from private non-financial corporations. 31 August 2022. https://www.bankofengland.co.uk/boeapps/database/fromshowcolumns.asp?Travel=NIxSUx&FromSeries=1&ToSeries=50&DAT=RNG&FD=1&FM=Jan&FY=2001&TD=31&TM=Dec&TY=2022&FNY=&CSVF=TT&html.x=161&html.y=29&C=OQ1&Filter=N

Tax planning for business owners

Intergenerational planning has become a buzz word over the last few years, but why has it become an essential tool for financial planning firms?  

Join Downing’s Rebecca Ward and Laurence Callcut as they discuss the importance of intergenerational planning, and how business relief products can help protect then pass down clients' wealth. 

By joining our webinar, you will: 
- Become familiar with the importance of intergenerational advice  
- Get a brief recap on business relief 
- Go through case studies and intergenerational planning ideas 
- Learn about Downing’s inheritance tax solutions and how we can help you 

Our subject matter experts:  
Rebecca Ward, Associate Director, Product Development 
Laurence Callcut, Partner, Head of Sales

Intergenerational Planning

Join Downing’s Rebecca Ward and Andy Howe, who will introduce and discuss the importance of Business Relief (BR) and the unique Inheritance Tax (IHT) planning opportunities that it provides. 

To bring BR to life, they will go through some case studies where BR is used as a tool for IHT relief and look at why powers of attorney frequently turn to BR solutions.  

By joining our webinar you will: 
- Become familiar with the concepts and importance of Inheritance Tax (IHT) and Business Relief (BR)  
- Hear about different business relief planning scenarios 
- Understand the types of due diligence questions to ask BR providers 
- Understand how Downing can help you 

Our subject matter experts:  
Rebecca Ward, Associate Director, Product Development 
Andy Howe, Partner, Sales Director

An introduction to Business Relief

Join our upcoming webinar to find out more about rising inflation, interest rates and energy prices and the opportunities this provides in the Energy & Infrastructure market.

By attending this webinar you will learn: 
- The investment opportunities arising in energy and infrastructure
- How inflation can be positive for revenues
- How to gain exposure to energy & infrastructure
- Why now is a good time to invest

Rising Inflation & Energy Prices - Opportunities in Energy & Infrastructure

In our recent Octo Members’ panel ‘Investing in Infrastructure’, an adviser, fund selector and fund manager debated the place of infrastructure in portfolios in terms of mitigating the current inflation effects but also the asset class’s role as part of broader strategic asset allocation.

Kerry Nelson, CEO of Nexus IFA, Josh McCathie manager of the VT Downing Listed Infrastructure Income Fund and Richard Philbin, Chief Investment Officer, Hawksmoor Investment Management also discussed the drivers behind infrastructure investing from the high correlation of other assets and the search for yield through to the need to harness private capital to drive the energy transition.

An asset in transition
McCathie highlighted the big shift in the last decade from being an asset that mainly featured in private markets to public markets, but which has now expanded in the past three or four years from core utility grade infrastructure to all sorts of categories including digital infrastructure.

Tactical but also strategic
The panel then discussed the merits of infrastructure in terms of tactical but also longer-term strategic asset allocation.

McCathie said that had been a lot of debate around 60:40 portfolios.

Nelson added: “Everything has been so correlated in the last 18 months and never more so than in the last six. You've got to look at other asset classes and investment solutions, to give an alternative that gives some diversification and behaves differently to what bonds are doing, what equities and what cash are doing.

What is the definition?
The definition does pose a challenge however.

The panel also felt that infrastructure investors were being drawn in for reasons of inflation hedging, diversification but also because it would likely meet some of the criteria for ESG and impact investing given its crucial role in the energy transition but at least for the latter some of the decisions still rest with the FCA.

Hot Topic: Investing in Infrastructure

This webinar will cover the latest investment highlights from the Downing Renewables & Infrastructure Trust and some exciting recent acquisitions.

Downing Renewables & Infrastructure Trust - Presentation with the Managers

In this webinar, tax-efficient product specialists from Downing and from KPMG's Family Office and Private Client tax team will cover:

Areas to consider ahead of the tax year end
A view of the current VCT & EIS landscapes
The tax-efficient products Downing offers

End of Tax Year Planning with KPMG

We're partnering with KPMG to help advisers get ahead with their end of tax year planning, before the 5 April 2022 deadline.

End of tax year planning with KPMG

In this session, Tom Williams, Head of Energy & Infrastructure and Tom Moore, Head of Asset Management, will discuss our outlook on the market, strategy, portfolio and pipeline.

A deep dive into our Energy & Infrastructure investment strategy

In this session Head of Development Capital, Mark Gross, and Head of Specialist Lending, Parik Chandra, will discuss our outlook on the market, strategy, portfolio and pipeline.

A deep dive into our Asset-backed investment strategy

Gavin Shaw and Jamie Richards from KPMG join Downing's Rebecca Ward and Tom Mullard to discuss the current tax landscape and giving insight to the 2021 Autumn Budget.

Insight into the 2021 Autumn Budget with Downing LLP and KPMG

The company seeks to provide investors with long-term capital growth through a concentrated portfolio of 12-18 UK listed companies, typically with a market capitalisation below £150 million. The company intends to take influential positions in businesses believed to be undervalued and that could benefit from strategic and operational initiatives to drive performance and unlock shareholder value.

Introducing the Downing Strategic Micro-Cap Investment Trust

Anthony Eaton, Fund Manager of the VT Downing Global Investors Fund talks about global equities - catering for the needs & wants of the growing global middle class. 

When & what you'll watch:
00.28: Introduction to Downing Fund Managers 
01.08: Anthony on global markets: setting the scene 
05.09: Six themes Anthony believes are driving markets
07.24: Anthony discusses the economic cycle 
11.20: China's influence 
13.07: Guiding principles of this fund 
15.19: The fund's investment process 
17.35: Anthony's track record
18.37: Summary

Global equities catering for the needs & wants of the growing middle class

Join DORE managers Tom Williams, Tom Moore and Henrik Dahlstrom for a webinar where they will highlight the key results from the half-year report, and discuss why now is the right time to conduct a capital raise.

Please submit any questions to your Downing BDM.

Downing Renewables & Infrastructure Trust: Presentation with the Managers

Judith MacKenzie & Nick Hawthorn discuss the Downing Strategic Micro-Cap Investment Trust. 
00.35: Downing & Judith’s background 
01.49: Nick’s background 
03.10: What’s the objective of DSM 
04.40: What’s exciting about the small and micro-cap sectors 
06.20: What differentiates DSM
08.06: Stock example: Tactus 
11.10: Stock example: Synectics

The Downing Strategic Micro-Cap Investment Trust (14 minutes)

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The Downing Strategic Micro-Cap Investment Trust (14 minutes)

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